Tax Form Annotation Specialist

Careerflow.ai • , CO

1d • Hybrid

About The Position

We are seeking an efficient and detail-oriented Tax Form Annotation Specialist. This hybrid role requires both hands-on experience with tax documentation and the technical expertise to annotate forms in Label Studio or any other software. You will use tax forms to extract bounding box information with correct relationships between the boxes.

Requirements

• Solid understanding of tax form structures (e.g. W-2, 1040, 1099, VAT returns, Self-Assessment, corporate tax schedules)
• Familiarity with field dependencies within tax forms — relationships between income lines, deductions, credits, and totals
• Working knowledge of tax authority form-filling guidelines (IRS, Financial institutions, or equivalent)
• Ability to research and interpret unfamiliar form types independently
• Hands-on experience with Label Studio or a comparable document annotation platform
• Proficiency in drawing precise bounding boxes and applying structured label schemas
• Understanding of field-level data types: strings, dates, currency, checkboxes, enumerations
• Ability to define and document field metadata including format constraints and validation rules
• Familiarity with JSON and YAML for reviewing and validating annotation exports
• Experience linking related fields using relationship/edge tagging

Nice To Haves

• Background in accounting, bookkeeping, or tax preparation
• Experience with bounding boxes and label studio or similar
• Prior work on training data for document AI

Responsibilities

• Study tax form layouts, field relationships, and IRS/Financial institutions/local authority instructions to establish annotation scope and rules.
• Create Labels, Fields, and Data Types in Label Studio for every identifiable field on the form.
• Precisely draw bounding boxes over each field and assign the correct Label, Field name, and Data Type to every box.
• Identify intercorrelated fields and configure relationship tags and edge links between them in Label Studio.
• Provide formula in a separate sheet for calculation relations to be used in Phase 4.
• Generate JSON and YAML annotation exports, test overlay alignment on source PDFs, and verify schema integrity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed